Wealth Management Advisor
2 days ago
About Old Mutual
We are a firm believer in the African opportunity and our diverse talent reflects this.
Career Overview
We are looking for a self-motivated and dynamic individual who has a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The Role
This role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.
Skill Requirements
- Building Trust
- Consultative Selling
- Effective Customer Feedback Management
- Customer-Focused
- Excellent Customer Service
- Strong Customer Understanding
- Direct Sales Strategies
- Identifying Sales Opportunities
- Oral Communication Skills
- Probing Questions
- Sales Data Analysis and Management
- Sales Software Expertise
- Strategic Selling Approaches
- Strengthening Customer Relationships
Competency Profile
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Qualifications
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent required.
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